Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18
Process mining

Process mining
that does not stop at the insight.

Caddi Discover finds your most repetitive work from the tools you already use, with the evidence behind each finding. Then the person who does that work builds the automation, and every run is governed.

SOC 2 Type II150+ integrationsFree to start
Find

Findings with the evidence attached.

Discover connects to your tools read only and looks for work people keep repeating. Each finding shows how often it happened, over what window and across whom, so you can tell signal from noise.

  • No event-log extraction or data warehouse
  • No recorder installed on every desktop
  • Estimates are frequency times duration, a ranking aid, not a forecast
High confidence

Morning Inbox Triage and Matter Filing

Read each new message in Outlook, open any Docusign envelope, match it to the matter in Clio and file the executed copy to NetDocuments.

152hrs / yr5×/week · ~35 min each
Microsoft OutlookDocusignClioNetDocuments

What Caddi saw

  • 1,204messages read in Outlook in the last 30 days
  • 418Docusign envelopes opened from those messages
  • 412matters matched in Clio and filed to NetDocuments
  • 6exceptions raised for review in Teams

Why it’s worth automating

Every message already names the client and the matter. The four steps are the same each time, and the tools never talk to each other, so you carry the details between them by hand.

Per occurrence
35 min
Per week
2.9 hrs
Observed over
30 days
Build next
Build

Build next, from the finding.

Process mining usually ends in a report and an automation project. In Caddi a finding goes straight to Automate, where the person who does the work shows it once and Caddi builds it.

Govern

Then prove it ran.

Every run is logged with its inputs, its steps and its result, and leadership sees every agent across the firm in one view.

Compare

How it compares to process mining suites

Celonis, SAP Signavio and UiPath Process Mining reconstruct processes from system event logs. They are built for large ERP-centric operations.

QuestionProcess mining suitesCaddi
What it needsEvent-log extraction and data modelingRead-only connections to your tools
What you getProcess maps and conformance analysisRanked findings with the evidence behind each
What happens nextAn RPA or IT projectThe person who does the work builds it in Caddi
To startAn enterprise contractA free Individual plan

If you need event-log conformance checking or variant analysis across an ERP, a process mining suite is the right tool. Caddi is for finding and automating back-office work end to end.

FAQ

Questions we get asked

Is Caddi Discover a process mining tool?
It answers the same first question, where the repeated work is, from a different source: the activity in the tools you connect, rather than exported event logs. Then it keeps going into building and governing the automation.
What access does Discover need?
Read-only access that it inherits from the connections you approve. It runs limited report and count queries, not changes.
How accurate are the hour estimates?
They are frequency times duration from timestamps, counted across everyone who touches the work. Use them to rank findings, not as a forecast.
Do I need a separate automation tool afterward?
No. Each finding has a Build next action that hands it to Caddi Automate, and the automation it becomes is governed in the same platform.

What is process mining? The full guide